Sync Hubspot Pipedrive

[LSALAMA]

Hello,

I have installed the Pipedrive connector in order to sync my contacts and compagny between hubspot and pipedrive.

I would like to use Hubspot to send emails marketing and to follow the people who had open and click into Pipedrive.

How to configure the connector in order to sync this information to Pipedrive ?

[Jnix284 · Accepted solution]

Hi @LSALAMA Workflows require a Pro subscription:

The good news is that HubSpot rolled out new pricing yesterday - it is effective for all new Customers, which means you could get 1 seat of Service Hub Enterprise for $130/mo and have access to Custom Objects, Workflows, and more - it's the best deal you can get.

Sales Pro Seats start at $90/month and would unlock Workflows if you don't need the additional capabilities that custom objects offer.

In the past, you had to purchase the tier first, then additional seats. This is still somewhat similar for Marketing Hub, CMS Hub, and Ops Hub because the barrier to entry is higher with them included 3 core seats.

It would definitely be worth exploring, I'd be happy to walk through it with you if you have questions!

[andrus · Accepted solution]

Hi there

If you're open to using 3rd party data integration apps then we at Outfunnel offer a Pipedrive-HubSpot integration that lets you record HubSpot email opens, clicks, bounces, and unsubscribes in Pipedrive. 

You can learn more about the integration here or find our app in HubSpot Apps Marketplace. 

[andrus · Accepted solution]

Hi there

If you're open to using 3rd party data integration apps then we at Outfunnel offer a Pipedrive-HubSpot integration that lets you record HubSpot email opens, clicks, bounces, and unsubscribes in Pipedrive. 

You can learn more about the integration here or find our app in HubSpot Apps Marketplace. 

[AHaverling]

Hey @andrus, which version is required to sync email interactions from HS to Pipedrive?

It looks like Professonial is required as this provides "contact + engagement syncing".

Also, would the professional version replace Operations Hub for syncing custom fields? And how is the data visualized in Pipedrive? Can we see an activity timeline, or is it just the fields?

Thanks!

Agnes

[markus-outfunne · Accepted solution]

Hey Agnes, jumping in for @andrus as he is OoO.

The engagement sync is also available on the Basic plan. Though if you need to sync data for more than 3K active contacts then you'd have to choose the professional plan.

There's a few places where the data is visible in Pipedrive:

- A custom activity on Contact/Organization/Deal timeline. Activities can be used in reporting, activity views and it's also possible to launch workflows.
- Outfunnel panel. This is a section that displays on every Contact/Deal profile that displays aggregated data about engagement
- Lead score. Outfunnel combines the data and creates a lead score that's filterable and reportable.

You can also choose to create a contact with default and custom fields in Pipedrive if it doesn't exist when syncing engagements. That said, we don't yet run a constant field sync but we're working on it and planning to release that in Q2 which would effectively offer the same feature set for contact syncing as Operations Hub.

If you'd like to get notified when the contact sync is available or would like to see all of this in action simply drop an email to info@outfunnel.com.

[AHaverling]

Brilliant! Thank you @markus-outfunne 😃 

[Jnix284]

Hi @LSALAMA looking at the two-way sync options for HubSpot and Pipedrive, it doesn't look possible to have your email activity (open/click data) synced across.

What you could do instead is create a workflow that uses the open/click data as a trigger, then assigns those contacts a task.

The task could then be synced from HubSpot to Pipedrive telling your rep to follow up with the contact.

[LSALAMA]

Thank you for your answer.
Which plan does i need in order to create this workflow ?
Sales Hub starter is enough ?
Have a good day

[Jnix284 · Accepted solution]

Hi @LSALAMA Workflows require a Pro subscription:

The good news is that HubSpot rolled out new pricing yesterday - it is effective for all new Customers, which means you could get 1 seat of Service Hub Enterprise for $130/mo and have access to Custom Objects, Workflows, and more - it's the best deal you can get.

Sales Pro Seats start at $90/month and would unlock Workflows if you don't need the additional capabilities that custom objects offer.

In the past, you had to purchase the tier first, then additional seats. This is still somewhat similar for Marketing Hub, CMS Hub, and Ops Hub because the barrier to entry is higher with them included 3 core seats.

It would definitely be worth exploring, I'd be happy to walk through it with you if you have questions!